Beacon Capital Management LLC (Tennessee)’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56K | Hold |
52
| – | – | ﹤0.01% | 935 |
|
|
2025
Q1 | $1.4K | Hold |
52
| – | – | ﹤0.01% | 997 |
|
|
2024
Q4 | $1.47K | Hold |
52
| – | – | ﹤0.01% | 946 |
|
|
2024
Q3 | $1.44K | Hold |
52
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q2 | $1.36K | Sell |
52
-240
| -82% | -$6.28K | ﹤0.01% | 907 |
|
|
2024
Q1 | $7.4K | Sell |
292
-70
| -19% | -$1.77K | ﹤0.01% | 630 |
|
|
2023
Q4 | $7.48K | Buy |
362
+240
| +197% | +$4.96K | ﹤0.01% | 583 |
|
|
2023
Q3 | $2.61K | Hold |
122
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $2.61K | Buy |
122
+20
| +20% | +$428 | ﹤0.01% | 801 |
|
|
2023
Q1 | $2.02K | Hold |
102
| – | – | ﹤0.01% | 761 |
|
|
2022
Q4 | $1.88K | Buy |
102
+18
| +21% | +$332 | ﹤0.01% | 802 |
|
|
2022
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 753 |
|
|
2022
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 800 |
|
|
2022
Q1 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 800 |
|